Add to Next Invoice for Retail, Fees & Misc. Items

We’ve added a new, time-saving option to help streamline how your team manages retail and miscellaneous charges. You’ll now see an “Add to Next Invoice” selection when choosing an invoice date for items in the Retail or Fees & Misc. sections.

This enhancement gives Owners and staff more flexibility in how they bill athletes—while keeping everything organized, predictable, and tied to the athlete’s upcoming billing cycle.

What This Feature Does

When Owners or Staff add items to a shopping cart—limited to Retail and Fees & Miscellaneous—they can now choose to:

  • Collect payment immediately,
  • Schedule for a specific date, or
  • Add the item to the athlete’s next upcoming invoice

Selecting “Add to Next Invoice” will attach the item to the next invoice automatically generated based on your existing due date and invoice creation logic.

No extra steps required!

How It Works

  1. Add your Retail or Misc. item to the athlete’s cart.
  2. Choose the collection date.
  3. Select “Add to Next Invoice.”

The system automatically places the item on the athlete’s upcoming invoice for their active package or billing plan.

This provides a clean, consolidated invoice for the athlete—and an easier workflow for you and your staff.

Editing or Deleting Items

Once added to an invoice:

  • You can edit or delete these items directly within the invoice if adjustments are needed.
  • Any updates will immediately reflect in the invoice total and record.

This ensures full flexibility if pricing, quantities, or item selections need to change.

Package Cancellation Restrictions

To maintain billing accuracy, the system will prevent early cancellations of a package if an invoice tied to that package includes any Add to Next Invoice items.

How to Resolve Blocked Cancellations

If you attempt to cancel a package early and receive a restriction due to added items, you can follow these steps to unblock the cancellation:

  1. Open the invoice containing the Retail or Misc. items.
  2. Edit or delete the added items as needed.
  3. Once the invoice no longer contains restricted items,
  4. Return to the athlete’s package and proceed with cancellation.

This ensures billing remains accurate and complete—while still giving staff control over adjustments.

If you have any questions about using Add to Next Invoice, our Support Team is always happy to help. Contact our Support Team at hello@usekilo.com